Positive, analytical professional with keen eye for financial detail and collaborative approach to problem-solving. Possesses deep understanding of business regulations and accounting principles, coupled with proficiency in financial reporting and budget management. Capable of driving financial efficiency and strategic growth in complex organizational setting.
Overview
25
25
years of professional experience
Work History
Director of Accounting
SPI Corporate Solutions, Inc.
05.2014 - Current
Maintained and processed invoices, deposits, and money logs.
Managed accounts payable and receivable activities, maintaining vendor relationships and positive cash flow.
Monitored incoming payments from clients, ensuring prompt application of funds against outstanding invoices.
Prepared monthly bank reconciliations to ensure accurate representation of company''s financial position.
Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
Reconciled and corrected issues with financial records.
Supported year-end closing procedures by preparing adjusting journal entries as needed.
Established QuickBooks accounting system to reflect accurate financial records.
Maintained accurate records of all transactions, ensuring compliance with company policies and applicable regulations.
Enhanced cash flow management through timely invoicing and collection of outstanding receivables.
Reconciled company bank, credit card and line of credit accounts, investigating, and resolving discrepancies to keep accounts audit-ready.
Account Specialist
Corporation Service Company
01.2006 - 05.2014
Proficient in searching and filing Uniform Commercial Code for all states while a Processing Technician
Currently managing the bulk of our law firm accounts along with many financial institutions across the country; Promoted in2009 to Account Specialist
Work on customized computer formats, Excel, Word, and E-Fax systems in a paperless work environment
Function as light IT assistance for clients on our web platform when errors arise involving pop-up blockers and security settings along with program settings such as Adobe
Designate point person for team for all IT ticket issues and interface initiation for new clients and troubleshoot all new issues prior to assignment to development team for efficiency
Designed multiple spreadsheets to create estimates and track results for different teams within the organization
Provide monthly webinars to clients for training and sales purposes
Liaison between customer facing, processing and IT teams for procedural changes during Process Improvement meetings
Provided training for new employees
Consistently rated Exceeds Expectations on reviews for client communication and care
Multiple awards from high ratings on client evaluations
Business Office Associate
Vision Care Associates
01.2000 - 01.2006
Worked on customized computer platforms specifically designed for the company
Excelled in working in a fast-paced medical office
Quickly cross-trained with billing insurance, computing patient balances and numerical data entry
Worked daily with the public handling disputes and generating reasonable resolutions to ensure patient satisfaction
Education
General Studies with an emphasis on Psychology and Mathematics
Lincoln Land Community College
Springfield, IL
01.1999
High School Diploma - General Studies; AP course work
Ursuline Academy
Springfield, IL
01.1998
Skills
Knowledge and experience with QuickBooks, Windows Programs, Microsoft Word, and Microsoft Excel
Communication and Interpersonal Skills
Able to apply well-developed oral and written communication with employees and customers
Strong communication with inter-office personnel to resolve customer’s problems
Capable of keeping a positive attitude and work environment
Computational Skills
Taken college courses in College Algebra and Statistics
Ability to produce spreadsheets and compute proper formulas to organize financial records
Dependability
Great work ethic and team player
Show up to work on-time and dedicated to internal and external clients
Analytical Skills
Strong skills in conflict resolution
Able to analyze situations and relate them to a probable solution to determine the outcome
Accounts payable
Accounts receivable
Bank reconciliation
Timeline
Director of Accounting
SPI Corporate Solutions, Inc.
05.2014 - Current
Account Specialist
Corporation Service Company
01.2006 - 05.2014
Business Office Associate
Vision Care Associates
01.2000 - 01.2006
High School Diploma - General Studies; AP course work
Ursuline Academy
General Studies with an emphasis on Psychology and Mathematics